Product scopes which are supported by Account API


Balances scope

Default scope which allows to fetch balances from connected account. Allows to connect all providers containing this scope.

Get user full account information

Banking scope

Allows to fetch bank details for user account.

Get account bank details

Transactions scope

Allows to fetch transactions broken down on user subaccounts level

Get account transactions

Holdings scope

Allows to fetch account holdings (usually brokerage) expressed in tickers and amounts.

Get account holdings